Outsourced controller services for growing businesses

A project wraps up.

You find out what it made after the money is spent. The estimate said one number and the result says another, and nobody watched it move in between.

You see margin move in month two, while there is still a scope conversation to have and a price to revisit.

A vendor calls about an unpaid bill.

It is sitting in somebody's inbox. Nobody owns the process, so bills surface when the vendor is annoyed enough to call.

Bills are entered and scheduled. Statements are reconciled monthly. The call does not happen.

A customer is ninety days out.

Nobody chased it, because chasing it was not anyone's actual job. The cash is stuck and you find out when you need it.

Overdue balances are followed up on as part of the engagement, not left on your desk between other work.

A bank asks for a P&L.

You send whatever QuickBooks exports at default settings and hope it answers the question.

You send a statement built for the person reading it, with cost broken out the way a lender expects to see it.

• AP and AR as a managed processVendor bills processed on schedule, statements reconciled monthly, customer payments applied, and overdue balances followed up on by someone whose job it is.
• Cost tracking below the company levelRevenue and expense broken out by project, department, product line, or client. Labor, payroll, and direct cost tracked against budget, with changes in scope reflected as they occur rather than at the end.
• Reporting built for outside readersIncome statement, balance sheet, and cash flow prepared for a bank, an auditor, or a partner rather than exported at default settings.
• Month-end reviewA monthly look at where margin sits and which segments have moved, with the variances named and quantified.

A full-time controller is a salary plus benefits, and the role is difficult to scale down when volume drops. An outsourced engagement is a monthly fee with a licensed CPA reviewing the output, and behind it sits the bookkeeping and tax team that produces the underlying numbers.

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Some clients use us in place of the hire. Others keep an internal bookkeeper and bring us in above them. Both arrangements work, and which one fits depends on how much of the function you want to own.

1. ReviewA licensed CPA looks at how AP, AR, cost tracking, and reporting work today, and identifies what is missing and what it would take to build.
2. Build the structureAP and AR processes defined, cost tracking configured to your segments, and reporting templates set up around how the business operates.
3. Run it monthlyOngoing AP and AR management, costing updated as work progresses, and reports delivered monthly with CPA review.